Reltio Connect

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Hello Ujwal,

I wanted to expand to Ashish's answer, 

In summary, there isn't a dedicated API endpoint that accepts CSV uploads directly-instead, we need to convert the CSV data to JSON (i.e., RELTIO_JSON) before submission. While the UI might support CSV uploads natively, the API is designed to work with JSON. Therefore, you'll have to parse your CSV file and transform each row into a JSON object.

A practical approach to achieve this is by using Postman's Collection Runner:

• Prepare your CSV File: Ensure your CSV file contains the proper headers and data rows.

• Define a JSON Request Body: Create a request body in JSON format that uses variables corresponding to your CSV headers.

• Run the Collection: Use the Collection Runner to iterate through the CSV, automatically replacing the variables with the CSV data.

This method effectively emulates a CSV load while conforming to the API requirements.

Please let me know if you would like me to share a working example using Postman.

------------------------------
Petya Kotova
Ulpia Tech
------------------------------

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Thanks for all the details!

A working example using postman would be great, if you could share that. 

Hello Ujwal,

I wanted to expand to Ashish's answer, 

In summary, there isn't a dedicated API endpoint that accepts CSV uploads directly-instead, we need to convert the CSV data to JSON (i.e., RELTIO_JSON) before submission. While the UI might support CSV uploads natively, the API is designed to work with JSON. Therefore, you'll have to parse your CSV file and transform each row into a JSON object.

A practical approach to achieve this is by using Postman's Collection Runner:

• Prepare your CSV File: Ensure your CSV file contains the proper headers and data rows.

• Define a JSON Request Body: Create a request body in JSON format that uses variables corresponding to your CSV headers.

• Run the Collection: Use the Collection Runner to iterate through the CSV, automatically replacing the variables with the CSV data.

This method effectively emulates a CSV load while conforming to the API requirements.

Please let me know if you would like me to share a working example using Postman.

------------------------------
Petya Kotova
Ulpia Tech
------------------------------

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Hi Ujwal, 

I'm happy to share a proof of concept-a fully working Postman example-that demonstrates how to load data via the API using a CSV file.

Please follow the steps below to achieve and use it. 

1. Prepare your csv file with meaningful headers. 

   For example:  
   
   
   

2. Set Up Your Postman Request

   • Create a New Request:

     • Open Postman and create a new request within a collection.

     • Set the HTTP method (POST) and provide the Reltio API endpoint URL for your tenant. As described in the Reltio API Doc: 
       https://docs.reltio.com/en/developer-resources/entity-management-apis/entity-management-apis-at-a-glance/entities-api/create-entities
       

   • Configure the Request Body:

     • Switch to the Body tab and select raw.

     • Choose JSON as the format and paste your JSON payload: 
       

     • Adjust the variable names as noted above if needed.

3. Configure the Collection Runner for Data-Driven Testing

   • • Open the Collection Runner:

       • Click on the "Runner" button in Postman.

       • Select the collection (or the specific request) that you just set up.

     • Import the CSV File:

       • In the Runner's data section, click "Select File" and upload your CSV file.

       • Ensure that the CSV columns exactly match the variable names used in your JSON (or that you've prefixed them appropriately).

     • Run the Collection:

       • Click "Run" to start the iterations.

       • Postman will automatically replace your variable placeholders (e.g., {{first_name}}) with the corresponding values from each row of your CSV file.

Please follow the steps outlined below to set up and use this example. This approach effectively mimics the CSV load process through the API.

Let me know if you have any further questions.

Best regards,

Thanks for all the details!

A working example using postman would be great, if you could share that. 

Hello Ujwal,

I wanted to expand to Ashish's answer, 

In summary, there isn't a dedicated API endpoint that accepts CSV uploads directly-instead, we need to convert the CSV data to JSON (i.e., RELTIO_JSON) before submission. While the UI might support CSV uploads natively, the API is designed to work with JSON. Therefore, you'll have to parse your CSV file and transform each row into a JSON object.

A practical approach to achieve this is by using Postman's Collection Runner:

• Prepare your CSV File: Ensure your CSV file contains the proper headers and data rows.

• Define a JSON Request Body: Create a request body in JSON format that uses variables corresponding to your CSV headers.

• Run the Collection: Use the Collection Runner to iterate through the CSV, automatically replacing the variables with the CSV data.

This method effectively emulates a CSV load while conforming to the API requirements.

Please let me know if you would like me to share a working example using Postman.

------------------------------
Petya Kotova
Ulpia Tech
------------------------------

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Thanks for all the help!!

This is fantastic.

Is this basically how Reltio does it via the UI on the backend? Asking in case there was a way to reuse the mappings I've already made. This is to automate manual loads we have to do pretty often. 

Hi Ujwal, 

I'm happy to share a proof of concept-a fully working Postman example-that demonstrates how to load data via the API using a CSV file.

Please follow the steps below to achieve and use it. 

1. Prepare your csv file with meaningful headers. 

   For example:  
   
   
   

2. Set Up Your Postman Request

   • Create a New Request:

     • Open Postman and create a new request within a collection.

     • Set the HTTP method (POST) and provide the Reltio API endpoint URL for your tenant. As described in the Reltio API Doc: 
       https://docs.reltio.com/en/developer-resources/entity-management-apis/entity-management-apis-at-a-glance/entities-api/create-entities
       

   • Configure the Request Body:

     • Switch to the Body tab and select raw.

     • Choose JSON as the format and paste your JSON payload: 
       

     • Adjust the variable names as noted above if needed.

3. Configure the Collection Runner for Data-Driven Testing

   • • Open the Collection Runner:

       • Click on the "Runner" button in Postman.

       • Select the collection (or the specific request) that you just set up.

     • Import the CSV File:

       • In the Runner's data section, click "Select File" and upload your CSV file.

       • Ensure that the CSV columns exactly match the variable names used in your JSON (or that you've prefixed them appropriately).

     • Run the Collection:

       • Click "Run" to start the iterations.

       • Postman will automatically replace your variable placeholders (e.g., {{first_name}}) with the corresponding values from each row of your CSV file.

Please follow the steps outlined below to set up and use this example. This approach effectively mimics the CSV load process through the API.

Let me know if you have any further questions.

Best regards,

Thanks for all the details!

A working example using postman would be great, if you could share that. 

Hello Ujwal,

I wanted to expand to Ashish's answer, 

In summary, there isn't a dedicated API endpoint that accepts CSV uploads directly-instead, we need to convert the CSV data to JSON (i.e., RELTIO_JSON) before submission. While the UI might support CSV uploads natively, the API is designed to work with JSON. Therefore, you'll have to parse your CSV file and transform each row into a JSON object.

A practical approach to achieve this is by using Postman's Collection Runner:

• Prepare your CSV File: Ensure your CSV file contains the proper headers and data rows.

• Define a JSON Request Body: Create a request body in JSON format that uses variables corresponding to your CSV headers.

• Run the Collection: Use the Collection Runner to iterate through the CSV, automatically replacing the variables with the CSV data.

This method effectively emulates a CSV load while conforming to the API requirements.

Please let me know if you would like me to share a working example using Postman.

------------------------------
Petya Kotova
Ulpia Tech
------------------------------

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!

Hi Ujwal,

Thank you for sharing your exact use case and the reason why you are posing this question.

The proof-of-concept example I provided is designed to mimic the loader with a more user-friendly mapping, but it is not designed for large volume of data. When you use the manual loader through the UI, Reltio automatically creates a job, calling different API from directly calling the Create Entity API. To replicate this behavior via the API, you can leverage the Data Ingestion APIs available at Reltio Swagger Documentation 
Although the response is very similar 
However, my assumption is at a very low level, when triggering the loader task - Reltio uses the create entity API. 

Using the Data Load Job APIs (which are designed for large volume of data), you can retrieve an existing mapping and use it as input for your next load. Then, in Postman, you can upload your CSV file in a manner similar to what I described in my previous response. The only differences will be the specific API endpoint and the mapping that you reuse from your existing configuration.

Best regards,

Thanks for all the help!!

This is fantastic.

Is this basically how Reltio does it via the UI on the backend? Asking in case there was a way to reuse the mappings I've already made. This is to automate manual loads we have to do pretty often. 

Hi Ujwal, 

I'm happy to share a proof of concept-a fully working Postman example-that demonstrates how to load data via the API using a CSV file.

Please follow the steps below to achieve and use it. 

1. Prepare your csv file with meaningful headers. 

   For example:  
   
   
   

2. Set Up Your Postman Request

   • Create a New Request:

     • Open Postman and create a new request within a collection.

     • Set the HTTP method (POST) and provide the Reltio API endpoint URL for your tenant. As described in the Reltio API Doc: 
       https://docs.reltio.com/en/developer-resources/entity-management-apis/entity-management-apis-at-a-glance/entities-api/create-entities
       

   • Configure the Request Body:

     • Switch to the Body tab and select raw.

     • Choose JSON as the format and paste your JSON payload: 
       

     • Adjust the variable names as noted above if needed.

3. Configure the Collection Runner for Data-Driven Testing

   • • Open the Collection Runner:

       • Click on the "Runner" button in Postman.

       • Select the collection (or the specific request) that you just set up.

     • Import the CSV File:

       • In the Runner's data section, click "Select File" and upload your CSV file.

       • Ensure that the CSV columns exactly match the variable names used in your JSON (or that you've prefixed them appropriately).

     • Run the Collection:

       • Click "Run" to start the iterations.

       • Postman will automatically replace your variable placeholders (e.g., {{first_name}}) with the corresponding values from each row of your CSV file.

Please follow the steps outlined below to set up and use this example. This approach effectively mimics the CSV load process through the API.

Let me know if you have any further questions.

Best regards,

Thanks for all the details!

A working example using postman would be great, if you could share that. 

Hello Ujwal,

I wanted to expand to Ashish's answer, 

In summary, there isn't a dedicated API endpoint that accepts CSV uploads directly-instead, we need to convert the CSV data to JSON (i.e., RELTIO_JSON) before submission. While the UI might support CSV uploads natively, the API is designed to work with JSON. Therefore, you'll have to parse your CSV file and transform each row into a JSON object.

A practical approach to achieve this is by using Postman's Collection Runner:

• Prepare your CSV File: Ensure your CSV file contains the proper headers and data rows.

• Define a JSON Request Body: Create a request body in JSON format that uses variables corresponding to your CSV headers.

• Run the Collection: Use the Collection Runner to iterate through the CSV, automatically replacing the variables with the CSV data.

This method effectively emulates a CSV load while conforming to the API requirements.

Please let me know if you would like me to share a working example using Postman.

------------------------------
Petya Kotova
Ulpia Tech
------------------------------

Hello Team!

Was curious if anyone had a list of API's needed to do a manual load like we do through the UI, but instead via API. 

I saw some documentation about using a RELTIO_JSON, but was curious of there was any documentation on using CSVs. 

Thanks all!